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Can I view or upload records of a user?
Can I view or upload records of a user?

Viewing records or uploading records of a user, employee, admin

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Answer: Yes, you can do this. Just a quick note: to upload a record to a profile, a user must have either Lite or Full access. If they're a collaborator, they can view records but not upload them.


Uploading and Viewing Records in a User's Profile

  1. Access the Team Module:

    • From the dashboard, locate and click on the "Team" module. This will take you to the team management section.

  2. Select the User:

    • Within the "Team" module, select the specific user whose records you wish to manage. Click on their name to open their user profile.

  3. Navigate to the "General" Tab:

    • In the pop-up window displaying the user's information, ensure you are on the "General" tab.

  4. Locate the Record Button:

    • Scroll down the page until you find the "Record" button.

  5. Uploading Records:

    • To upload a record, click on the "Record" button. This action will prompt a new window to appear, and from the new window, click "Add Record".

  6. Record Upload Window:

    • In the newly opened window, you'll be able to choose and upload the relevant record. Follow the on-screen prompts to complete the process.


Remember, this process allows users with Lite or Full access to upload records. Collaborators, on the other hand, can view records but are unable to upload them.


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